RWA

River Wealth Advisors Portfolio holdings

AUM $804M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$570K
3
+$518K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$413K
5
V icon
Visa
V
+$366K

Top Sells

1
+$1.15M
2
+$610K
3
+$383K
4
CVS icon
CVS Health
CVS
+$310K
5
VTRS icon
Viatris
VTRS
+$249K

Sector Composition

1 Financials 17.71%
2 Healthcare 12.48%
3 Technology 9.91%
4 Industrials 9.03%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.48%
9,805
-521
77
$1.14M 0.47%
15,071
+546
78
$1.11M 0.46%
23,040
+1,025
79
$1.09M 0.46%
17,217
-876
80
$1.08M 0.45%
14,923
-4,276
81
$1.05M 0.44%
8,994
-83
82
$1.03M 0.43%
11,216
-36
83
$1.03M 0.43%
6,149
-69
84
$1.02M 0.43%
2,960
-40
85
$1M 0.42%
19,285
-724
86
$987K 0.41%
17,290
+149
87
$972K 0.4%
5,175
+1,054
88
$953K 0.4%
5,017
+110
89
$924K 0.38%
19,612
+2,168
90
$907K 0.38%
5,304
-150
91
$892K 0.37%
20,309
+1,226
92
$884K 0.37%
3,314
+104
93
$875K 0.36%
6,037
-83
94
$874K 0.36%
7,825
+515
95
$869K 0.36%
12,899
-1,926
96
$804K 0.33%
4,057
+600
97
$803K 0.33%
10,161
-723
98
$755K 0.31%
4,824
+40
99
$718K 0.3%
18,400
+808
100
$681K 0.28%
5,644
+501
2 3
4
5 6